Financial Statement Analysis

Our financial statement analysis course for CPAs is a comprehensive introduction to the 3 financial statements and how to analyze them to make accurate, relevant, and timely financial decisions.

Course objectives

You’ll first learn basic accounting principles necessary to analyze the financial statements (don’t worry this is not scary at all). You’ll then learn about the various components of the three financial statements and how they tie together.

With this knowledge, you’ll learn the key financial metrics to slice and dice the financial statements and really make them tell a story.

At completion, you’ll know how to quickly analyze any set of financial statements.

Some key things you’ll learn:

  • Basic accounting principles​
  • Comprehensive understanding of each of the 3 financial statements​
  • Determine the financial health of a company
  • Analyze financial trends utilizing key metrics and ratios

We recommend taking our Financial Modeling Bootcamp which is a great complement to this course.

Additional Info

Format: 3-6 minute videos, quizzes, and a final exam

CPEs: 6.5

Field of study: Finance

Prerequisites: You should have a basic knowledge of Excel (e.g. SUM, AVERAGE, etc.). If you’re not comfortable with Excel, we recommend taking our Microsoft Excel Bootcamp.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.


Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.


Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.